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Creating SmartConnect Functions

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~~JSON~~ SmartConnect functions are specific to individual copies of SmartSimple so you can only use the functions that are have been previously established in that copy. The article describes how you add functions to an instance.

==Creating a New Function==

You need to have [[Global User Administrator]] permissions in order to add JSON functions.

1. # Log into the copy of SmartSimple where you wish to add the function.~~ ~~2. # Navigate to '''Global Settings'''~~ ~~.3. # Click on the '''~~Connectivity~~Integrations''' tab~~ ~~.4. # Click on the '''SmartConnect API''' link. Existing functions will be listed here for you to update. ~~: Any existing Functions are displayed~~5. # Click on the '''+''' button to create a new function.

==Function Settings==

Each function has the following settings:

* '''Function Name''' – you will use this name to call the function from your own code.

* '''Description''' – used to provide documentation as to the function’s purpose.

* '''~~Object~~ Record Type''' – a list of all SmartSimple objects within this instance. This will include; : Report (reports you have created in the instance), Organization (company records), Users (system users and contacts), and each Universal Tracking Application™ Level 1, Level 2 and Level 3 type that you have created in the instance.* '''Action ~~Types~~Type''' – this defines the action to be taken by the function. The following actions are available: GET META, UPDATE META, GET, LIST, UPDATE, UPDATE ASSOCIATIONS, LIST ASSOCIATIONS, DOWNLOAD FILE, ~~and~~ LIST FILES, SEARCH FILES, LIST NOTES and VARIABLE REPLACE. Details on these Action Types / Methods are available below.* '''Field List''' – is used to define which fields are retrievable through the function call. Please limit field list to ~50 standard fields/custom fields. ==Configurations and Responses==Visit the '''[https://api.smartsimple.com/devtools/api.html interactive demonstration page]''' to test the sample functions. ===Metadata===This function will retrieve the metadata of the selected '''Object Type'''. ====Get Metadata of a Universal Tracking Application===='''Function Name''' - 3.01.1 Get Metadata Sample 1: CMS360°: Application Metadata '''Description''' - To retrieve metadata of a [[Category:Universal_Tracking_Application|Universal Tracking Application]]. '''Object Type''' - Case Management 360° - Case '''Action Type ''' - Get Meta '''Field List''' - levelone.*;;leveltwo.*;;levelthree.* No parameters are needed to retrieve metadata. [[File:APIFunctionSample5l.PNG|800px]] =====Sending API request using cURL=====cURL command below is an example on how to send API request to ''Get Metadata of a Universal Tracking Application'' using [https://curl.haxx.se/ cURL]. <pre><nowiki>curl -X GET -k -i 'https://api.smartsimple.com/API/1/levelone/</nowiki><nowiki>?url=https://api.smartsimple.com/API/1/levelone/</nowiki><nowiki>&companyid=825646</nowiki><nowiki>&alias=api</nowiki><nowiki>&username=smartconnectdemo@smartsimple.com</nowiki><nowiki>&password=********************</nowiki><nowiki>&apitoken=U2N4RwUBTn5XZldZXFdfWX1@C2JAWXVuAjIF'</nowiki></pre> ====Get Metadata of Organizations===='''Function Name''' - 3.01.2 Get Metadata Sample 2: Organizations Metadata '''Description''' - To retrieve metadata from Organizations. '''Object Type''' - Company '''Action Type ''' - Get Meta '''Field List''' - companies.*No parameters are needed to retrieve metadata. [[File:APIFunctionGetOrgMeta.PNG|800px]] ====Get Metadata from Contacts===='''Function Name''' - 3.01.3 Get Metadata Sample 3: Users Metadata '''Description''' - To retrieve metadata from Users. '''Object Type''' - User '''Action Type ''' - Get Meta '''Field List''' - contacts.* No parameters are needed to retrieve metadata. [[File:APIFunctionGetUserMeta.PNG|800px]] ===Report===This function will retrieve the results of the query from an existing report by using the [[Determining_the_reportid|'''reportid''']]. ====Report Query===='''Function Name''' - 3.02.1 Get Report Sample 1: Report Query '''Description''' - To retrieve data from a report. '''Object Type''' - Report '''Action Type ''' - Query '''Field List''' - '''Mandatory field''': '''reportid''' - is the [[Determining the reportid|Report ID]] of the [[Report|report]] in the instance. '''Optional field''' criteriavalue - when the [[Report|report]] has [[Setting_Text_Criteria_–_Logical_Operators_in_a_Report|text criteria]], values for the criteria(s) should be indicated in this field. If report contains multiple criteria, values should be delimited by double semi-colon eg. "VALUE_1;;VALUE_2".=====A report query on the number of assessors grouped by specialty====='''Description''' - A sample that will display the number of Assessors based on their specialty --Begin custom parameter -- reportid : 36864 criteriavalue: --End custom parameter-- [[File:APIFunctionReport1.PNG|800px]] =====A report query on a list of Specialty with more than 5 Assessors per specialty====='''Description''' - Shows a list of Specialty with more than 5 Assessors per specialty --Begin custom parameter -- reportid : 48281 criteriavalue: 5 --End custom parameter-- [[File:APIFunctionReport2.PNG|800px]] =====A report query on a list of Grants grouped by Organization====='''Description''' - A sample that shows a list of applications filtered by "Approved Proposal" status grouped by organizations --Begin custom parameter -- reportid : 36812 criteriavalue: --End custom parameter-- [[File:APIFunctionReport3.PNG|800px]] =====A report query on a list of Grants grouped by Focus Area====='''Description''' - A sample that displays a list of applications grouped by focus area --Begin custom parameter -- reportid : 36814 criteriavalue: --End custom parameter-- [[File:APIFunctionReport4.PNG|800px]] =====A report query on a list of Payments grouped by Grant Type====='''Description''' - A sample that displays the payment amount for each grant grouped by organization --Begin custom parameter -- reportid : 36806 criteriavalue: --End custom parameter-- [[File:APIFunctionReport5.PNG|800px]] ===Get===This function will retrieve all fields from the '''Field List''' of a single record based on the '''recordid''' of an '''Object Type'''. ====Retrieve a Single Organization Record===='''Function Name''' - 3.03.1 Get Method Sample 1: Retrieve a Single Organization Record '''Description''' - This function will retrieve a single record from the organization using the recordid: [[Determining_the_companyid|Company ID]]. The function is set up to retrieve the fields listed under '''Field List'''. '''Object Type''' - Company '''Action Type ''' - Get '''Field List''' - sf_Company ID;;sf_Name;;sf_Address;;sf_City;;sf_Country;;sf_Zip / Postal Code;;cf_EIN Number;;sf_Mission Statement [[File:APIFunctionSample1.PNG|800px]] ====Retrieve a Single Contact Record===='''Function Name''' - 3.03.2 Get Method Sample 2: Retrieve a Single Contact Record '''Description''' - This function will retrieve a single record from the user table using the [[Determining_the_userid|User ID]]. The function is set up to retrieve the fields listed under '''Field List'''. '''Object Type''' - User '''Action Type ''' - Get '''Field List''' - sf_User ID;;sf_Last Name;;sf_First Name;;sf_Prefix;;sf_Suffix;;sf_Title;;sf_Phone;;sf_Email [[File:APIFunctionSample2.PNG|800px]] ====Retrieve a Single Grant Application Record===='''Function Name''' - 3.03.3 Get Method Sample 3: Retrieve a Single Grant Application Record '''Description''' - This function will retrieve a single record from the [[Universal Tracking Application]] Level 1 using the [[Determining_the_opportunityid|Opportunity ID]]. '''Object Type''' - Submission Manager - Grant '''Action Type ''' - Get '''Field List''' - cf_Project Name;;cf_Submission Number;;sf_Application Type;;sf_Status;;sf_Customer;;sf_Owner;;cf_Focus Area;;cf_Amount Requested;;cf_Program Area;;cf_Location;;cf_Proposed Start Date;;cf_Proposed End Date [[File:APIFunctionSample3.PNG|800px]] ====Retrieve a Single Grant Application Payment Record===='''Function Name''' - 3.03.4 Get Method Sample 4: Retrieve a Single Grant Application Payment Record '''Description''' - This function will retrieve a single record from the [[Universal Tracking Application]] Level 2 using the [[Determining_the_eventid|Event ID]]. '''Object Type''' - Submission Manager - Activity '''Action Type ''' - Get '''Field List''' - sf_Status;;sf_Activity Type;;cf_Payment ID;;cf_Payment Amount;;cf_Payment Date;;Payment Notes [[File:APIFunctionSample4.PNG|800px]] ====Get System Variables=========Retrieve a System Variable Record====='''Function Name''' - 3.03.5 System Variables Sample 1: Get '''Description''' - Get information on the [[System_Variables|system variables]] by searching the System Variable ID '''Object Type''' - System Variables '''Action Type ''' - Get '''Field List''' - sf_ID;;sf_Name;;sf_Value;; --Begin custom parameter -- recordid: 3601 --End custom parameter-- ===List===This function will retrieve a list of records from the selected '''Object Type'''.Custom parameters for List Functions are:* criteria - this is an optional json array. This contains the following nodes: "andor", "field", "operator" and "value" : Values of each nodes:: "andor" - either "and" or "or": "field" - name of the standard/custom field to set the condition to: "operator" - can use the following: =,>,>=,<=,<,<>,!=,like,not like: "value" - value for the filter: '''''sample1: ''''': criteria: [{"andor":"and","field":"FIELDNAME","operator":"like","value":"PATTERN"}]: sortby: [{"field":"FIELDNAME","direction":"asc"}]: othersettings : {"getstorevalue":"1","keyformat":"0"}: '''''sample2: ''''': criteria: [{"andor":"and","field":"FIELDNAME1","operator":"=","value":"100"},{"andor":"or","field":"FIELDNAME2","operator":"like","value":"PATTERN"}]: sortby: [{"field":"FIELDNAME","direction":"desc"}]: othersettings : {"getstorevalue":"0","keyformat":"0"}: '''''sample3:''''': An example query with brackets: ( (cf_somefield1 like '%whatever%' or cf_somefield2 like '%whatever%' or cf_somefield3 like '%whatever%' or cf_somefield4like '%whatever%' ) and (cf_someotherfield1='whatever' or cf_someotherfield2='whatever else')): criteria: [{ "andor": "(", "field": "cf_somefield1", "operator": "like", "value": "whatever" },{ "andor": "or", "field": "cf_somefield2", "operator": "like", "value": "whatever" },{ "andor": "or", "field": "cf_somefield3", "operator": "like", "value": "whatever" },{ "andor": "or", "field": "cf_somefield4", "operator": "like", "value": "whatever" },{ "andor": ") and (", "field": "cf_someotherfield1", "operator": "=", "value": "whatever" },{ "andor": "or", "field": "cf_someotherfield2", "operator": "=", "value": "whatever else" }]: sortby: : othersettings : {"getstorevalue":"0","keyformat":"0"}* sortby - this is an optional json array. This contains the following ~~section~~nodes: "field" and "direction" : "field" - name of the standard/custom field to sort records by: "direction" - either "asc" (for ascending) or "desc" (for descending)* othersettings** getstorevalue - this is an optional settings for the json array. Options are: int type: '''0''' - to get display value, '''1''' to get stored value (value from the database eg. $25,000 vs 25000)** keyformat - this is an optional settings for the json array. Options are: '''0''' - to use what is configured in the Field List form the SmartConnect Function, '''1''' - to use the custom field names / standard field names and '''2''' - to use the custom field ID =====Retrieve a list of contacts====='''Function Name''' - 3.04.1 List Method Sample 1: Retrieve a list of Contacts '''Description''' - This function will retrieve a list of contacts based on criteria specified. '''Object Type''' - User '''Action Type ''' - List '''Field List''' - sf_User ID;;sf_First Name;;sf_Address;;sf_Address 2;;sf_City;;sf_Country;;sf_State / Province;;sf_Zip / Postal Code;; '''Sample 1A''' '''Description''' - To retrieve a list of contacts where the first name begins with "J" and sorted by first name in ascending order --Begin custom parameter -- criteria : [{"andor":"or","field":"sf_First Name","operator":"like","value":"J%"}] sortby : [{"field":"sf_First Name","direction":"asc"}] othersettings : --End custom parameter-- [[File:APIFunctionSample5a.PNG|800px]] '''Sample 1B''' '''Description''' - To retrieve a list of contacts where the first name begins with "S" and the address contains "Peter" and sorted by first name in ascending order --Begin custom parameter -- criteria : [{"andor":"or","field":"sf_First Name","operator":"like","value":"S%"}, {"andor":"and","field":"sf_Address","operator":"like","value":"%Peter%"}] sortby : [{"field":"sf_First Name","direction":"asc"}] othersettings : --End custom parameter-- [[File:APIFunctionSample5b.PNG|800px]] =====Retrieve a list of organizations====='''Function Name''' - 3.04.2 List Method Sample 2: Retrieve a list of Organizations '''Description''' - To retrieve a list of organizations. '''Object Type''' - Company '''Action Type ''' - List '''Field List''' - sf_Company ID;;sf_Name;;sf_Address;;sf_Address 2;;sf_City;;sf_Country;;sf_State / Province;;sf_Zip / Postal Code;;cf_Mission Statement '''Sample 2A''' '''Description''' - To retrieve a list of organizations with organization name that starts with "Br" --Begin custom parameter -- criteria : [{"andor":"and","field":"sf_Name","operator":"like","value":"Br%"}] sortby : keyformat: --End custom parameter-- [[File:APIFunctionSample5c.PNG|800px]] '''Sample 2B''' '''Description''' - To retrieve a list of organizations with organization name that starts with "Br" and address that contains "Ave" with the list in ascending order based on the organization name. --Begin custom parameter -- criteria : [{"andor":"and","field":"sf_Name","operator":"like","value":"Br%"},{"andor":"and","field":"sf_Address","operator":"like","value":"%Ave%"}] sortby : [{"field":"sf_Name","direction":"asc"}] othersettings : --End custom parameter-- [[File:APIFunctionSample5d.PNG|800px]] =====Retrieve a list of claims====='''Function Name''' - 3.04.3 List Method Sample 3: CMS360° - Retrieve a list of claims '''Description''' - To retrieve a list of claims by professors sorted by organization name in descending order. '''Object Type''' - Cast Management 360° - Case '''Action Type ''' - List '''Field List''' - sf_Application Template Type;;sf_Customer;;cf_Claim;;cf_Nature of Injury / Comments on Claim;;sf_Activity List --Begin custom parameter -- criteria : [{"andor":"and","field":"cf_Nature of Injury / Comments on Claim","operator":"like","value":"%professor%"}] sortby : [{"field":"sf_Customer","direction":"desc"}] othersettings : --End custom parameter-- [[File:APIFunctionSample5e.PNG|800px]] ====List File=========List files of an existing organization====='''Function Name''' - 3.04.4.1 List Files Method Sample 1: from an existing organization '''Description''' - To retrieve the list of file(s) from the organization using the [[Determining_the_companyid|Company ID]] '''Object Type''' - Company '''Action Type ''' - List Files '''Field List''' - Parameters used are: ''objectid'' = [[Determining_the_companyid|Company ID]] ''fieldid'' = [[Custom_Field_ID|Custom Field ID]] of an organization that is either [[Custom_Field_Type:_Upload_-_Single_File_Storage|single file type]] or [[Custom_Field_Type:_Upload_-_Multiple_Files_Storage|multiple file type]]. --Begin custom parameter -- objectid : 1688407 fieldid : 1523157 othersettings : --End custom parameter-- [[File:APIFunctionSample5f.PNG|800px]] =====List files from an existing application====='''Function Name''' - 3.04.4.2 List Files Method Sample 2: from an existing application '''Description''' - To retrieve the list of file(s) of an existing application using the [[Determining_the_opportunityid|Opportunity ID]] '''Object Type''' - Submission Manager - Grant '''Action Type ''' - List Files '''Field List''' - Parameters used are: ''objectid'' = [[Determining_the_opportunityid|Opportunity ID]] ''fieldid'' = [[Custom_Field_ID|Custom Field ID]] of UTA L1 that is either [[Custom_Field_Type:_Upload_-_Single_File_Storage|single file type]] or [[Custom_Field_Type:_Upload_-_Multiple_Files_Storage|multiple file type]]. --Begin custom parameter -- objectid : 1688407 fieldid : 1523157 getstorevalue : --End custom parameter-- [[File:APIFunctionSample5g.PNG|800px]] ====List Notes=========List notes from an existing application====='''Function Name''' - 3.04.5.1 List Notes Method Sample 1: from an existing application '''Description''' - To retrieve all note(s) associated with an existing application using the [[Determining_the_opportunityid|Opportunity ID]] '''Object Type''' - Submission Manager - Grant '''Action Type ''' - List notes '''Field List''' - sf_Type Name;;sf_Content;;sf_Created By;;sf_Created By ID;;sf_Created Date;;sf_Note ID;;sf_Object ID;;sf_Type ID;;sf_Note Content Parameters used are: ''objectid'' = [[Determining_the_opportunityid|Opportunity ID]] --Begin custom parameter -- objectid : 8276124 --End custom parameter-- [[File:APIFunctionSample5h.PNG|800px]] ====List Multiple Addresses=========List all Multiple Addresses of an existing Organization====='''Function Name''' - 3.04.6.1 List Multiple Addresses Method Sample 1: Multiple Addresses of an existing Organization '''Description''' - To retrieve all of the multiple addresses of an existing organization using the [[Determining_the_companyid|Company ID]] '''Object Type''' - Company '''Action Type ''' - List Multiple Addresses '''Field List''' - sf_Address;;sf_Address 2;;sf_City;;sf_State / Province;;sf_Country;;sf_Zip / Postal Code;;sf_Primary Address;;sf_Type;;sf_Type ID;;sf_Updated By;;sf_Last Modified;;sf_Object ID;;sf_Address ID Parameters used are: ''objectid'' = [[Determining_the_companyid|Company ID]] --Begin custom parameter -- objectid : 1688407 --End custom parameter-- [[File:APIFunctionSample5i.PNG|800px]] ====List Associations=========List Contact associations from an existing application====='''Function Name''' - 3.04.7.1 List Associations Method Sample 1: Contact associations from an existing application '''Description''' - To retrieve the list of contacts associated with an existing application using the [[Determining_the_opportunityid|Opportunity ID]] '''Object Type''' - Submission Manager - Grant '''Action Type ''' - List Associations '''Field List''' - contacts.* Parameters used are: ''objectid'' = [[Determining_the_opportunityid|Opportunity ID]] ''type'' = either '"contacts"' or '"organizations"' --Begin custom parameter -- objectid: 10697883 type: contacts --End custom parameter-- ''Note:'' Please always use ''objectid'' (as per May 2019 update). ''recordid'' still works. [[File:APIFunctionSample5j.PNG|800px]] =====List Organization associations from an application====='''Function Name''' - 3.04.7.2 List Associations Method Sample 2: Organization associations from an existing application '''Description''' - To retrieve the list of organizations associated with an existing application using the [[Determining_the_opportunityid|Opportunity ID]] '''Object Type''' - Submission Manager - Grant '''Action Type ''' - List Associations '''Field List''' - organizations.* Parameters used are: ''objectid'' = [[Determining_the_opportunityid|Opportunity ID]] ''type'' = either '"contacts"' or '"organizations"' --Begin custom parameter -- objectid: 10697883 type: organizations --End custom parameter-- ''Note:''1. As per May 2019 upgrade, use ''objectid'' but ''recordid'' still works.2. In '''Field List''', either use organizations or companies. If organizations is used in the '''Field List''', '''type''' in the parameter should be organizations. [[File:APIFunctionSample5k.PNG|800px]] ====List System Variables=========List All System Variables====='''Function Name''' - 3.04.8.1 System Variables Sample 1: List '''Description''' - Retrieves all the [[System_Variables|system variables]] '''Object Type''' - System Variables '''Action Type ''' - List '''Field List''' - sf_ID;;sf_Name;;sf_Value;; No parameters are needed to retrieve all the global [[System_Variables|system variables]]. [[File:APIFunctionSystemVariables1.PNG|800px]] ===Update===This function will create new records or update existing records based on the selected '''Object Type'''. ====Update=========Create/Update organization record====='''Function Name''' - 3.05.1.1 Create/update organization record '''Description''' - Create new records or update existing organization records '''Object Type''' - Company '''Action Type ''' - Update '''Field List''' - sf_Name;;sf_Is External;;sf_Parent Company ID;;sf_Address;;sf_Address 2;;sf_City;;sf_State / Province;;sf_Zip / Postal Code;;sf_Country;;cf_EIN Number;;cf_1523156;;sf_Category ID List '''Sample 1A''' '''Description''' - Create new organization record '''Mandatory fields''' to add a new record: recordid - to create new record, recordid should be '0' sf_Parent Company ID - is the company holder or the parent company for the organization to be added. sf_Is External - either "1" for external and "0" for internal organizationsf_Category ID List - [[Client_Categories|Category]] of the company to be added. --Begin custom parameter -- jsonrset : [{"recordid":"0","sf_Parent Company ID":"826082","sf_Is External":"1","sf_Name":"Test 1 Company","sf_Country":"10","sf_Address":"111 Peter Street","sf_City":"Toronto","sf_State / Province":"ON","cf_EIN Number":"101010101","sf_Category ID List":",3884,"}] --End custom parameter-- [[File:APIFunctionSample6a.PNG|800px]] '''Sample 1B''' '''Description''' - Update existing organization record '''Mandatory fields''' to update existing record: recordid - is the [[Determining_the_companyid|Company ID]] an of existing organization to update. --Begin custom parameter -- jsonrset : [{"recordid":"1688403","sf_Name":"Change Company thru API"}] --End custom parameter-- [[File:APIFunctionSample6b.PNG|800px]] =====Create/Update User record====='''Function Name''' - 3.05.1.2 Create/update user record '''Description''' - Create new records or update existing user '''Object Type''' - User '''Action Type ''' - Update '''Field List''' – - sf_User ID;;sf_Last Name;;sf_First Name;;sf_Prefix;;sf_Suffix;;sf_Title;;sf_Phone;;sf_Email;;sf_Company ID;;sf_Title;;sf_Is External;;sf_Role ID List '''Sample 1C''' '''Description''' - To create two new user record '''Mandatory fields''' to add new records: recordid - to create new record, recordid should be '0' sf_Parent Company ID - is the company holder or the parent company for the organization to be added. sf_Is External - either "1" for external and "0" for internal organization sf_Role ID List - [[Category:Roles|role]] of a user --Begin custom parameter -- jsonrset : [{"recordid":"0","sf_Company ID":"1688403","sf_Is External":"1","sf_First Name":"John","sf_Last Name":"Doe","sf_Role ID List":",14078,"},{"recordid":"0","sf_Company ID":"1688403","sf_Is External":"1","sf_First Name":"Mary","sf_Last Name":"Doe","sf_Role ID List":",14078,"}] --End custom parameter-- [[File:APIFunctionSample6d.PNG|800px]] '''Sample 1D''' '''Description''' - To update last name of existing user records '''Mandatory fields''' to update records: recordid - is the [[Determining_the_userid|User ID]] of existing user. --Begin custom parameter -- jsonrset : [{"recordid":"87983424","sf_Last Name":"Change Last Name thru API"},{"recordid":"88159403","sf_Last Name":"Smith"}] --End custom parameter-- [[File:APIFunctionSample6c.PNG|800px]] =====Create/Update UTA L1 record====='''Function Name''' - 3.05.1.3 Create/update UTA L1 record '''Description''' - Create new records or update UTA L1 records '''Object Type''' - Submission Manager - Grant '''Action Type ''' - Update '''Field List''' - sf_Name;;sf_Type ID;;sf_Status ID;;sf_Company ID;;sf_Person ID;;sf_Owner ID;;sf_Start Date;;sf_End Date;;cf_1523228 '''Sample 1E ''' '''Description''' - to add a new UTA L1 record '''Mandatory fields''' to add new records: recordid - to create new record, recordid should be '0' sf_Type ID - assigned [[Determining_the_typeid#Level_1_Template|Type ID]] of the new UTA L1 record. sf_Status ID - assigned [[Determining_the_statusid|Status ID]] of the new UTA L1 record. --Begin custom parameter -- jsonrset : [{"recordid":"0","sf_Type ID":"20654","sf_Status ID":"25178","sf_Name":"Test 1 Application","sf_Customer":"1767970","sf_Person":"88159402","sf_Owner":"3108429","sf_Start Date":"2018-01-01","sf_End Date":"2018-12-31"}] --End custom parameter-- [[File:APIFunctionUpdateUtaL1b.PNG|800px]] '''Sample 1F''' '''Description''' - To update value of a custom field of an existing UTA L1 record. ''' Mandatory fields''' to update existing records: recordid - is the [[Determining_the_opportunityid|Opportunity ID]] of existing record. --Begin custom parameter -- jsonrset : [{"recordid":"8276165","cf_1523228":"Change value of this custom field thru API function"}] --End custom parameter-- [[File:APIFunctionUpdateUtaL1a.PNG|800px]] =====Create/Update UTA L2 record====='''Function Name''' - 3.05.1.4 Create/update UTA L2 record '''Description''' - Create new records or update UTA L2 records '''Object Type''' - Submission Manager - Activity '''Action Type ''' - Update '''Field List''' - sf_Subject;;sf_Type ID;;sf_Status ID;;sf_Owner ID;;sf_Start Date;;sf_End Date;;sf_Parent ID;;cf_Payment Notes '''Sample 1G ''' '''Description''' - to add a new UTA L2 record '''Mandatory fields''' to add new records: recordid - to create new record, recordid should be '0' sf_Parent ID - parent of the UTA L2 record. use "objectid" in place of sf_Parent ID to update sf_Type ID - assigned [[Determining_the_typeid#Level_2_Template|Type ID]] of the new UTA L2 record. sf_Status ID - assigned [[Determining_the_statusid|Status ID]] of the new UTA L2 record. --Begin custom parameter -- jsonrset : [{"recordid":"0","objectid":"10697883","sf_Type ID":"49096","sf_Status ID":"49093","sf_Start Date":"2018-10-01","sf_End Date":"2018-11-01","cf_Payment Notes":"new record added as an example"}] --End custom parameter-- [[File:APIFunctionUpdateUtaL2a.PNG|800px]] '''Sample 1H ''' '''Description''' - to update existing UTA L2 record '''Mandatory fields''' to update a custom field "Payment Notes" of an existing records: recordid - is the [[Determining_the_eventid|Event ID]] of existing record. --Begin custom parameter -- jsonrset : [{"recordid":"10020959 ","cf_Payment Notes":"Change value of this custom field thru API function"}] --End custom parameter-- [[File:APIFunctionUpdateUtaL2b.PNG|800px]] ====Update Multiple Addresses=========Update/create multiple address record of an Organization====='''Function Name''' - 3.05.2.1 Update Multiple Addresses Method Sample 1: update addresses of an existing Organization '''Description''' - Create new records or update existing multiple addresses of an existing organization '''Object Type''' - Company '''Action Type ''' - Update Multiple Addresses '''Field List''' - sf_Address;;sf_Address 2;;sf_City;;sf_State / Province;;sf_Country;;sf_Zip / Postal Code;;sf_Primary Address;;sf_Type;;sf_Type ID;;sf_Updated By;;sf_Last Modified;;sf_Object ID '''Sample 2A''' '''Description''' - To create new multiple address for an existing company '''Mandatory fields''' to add new records: recordid - to create new record, recordid should be '0' sf_Object ID - is the [[Determining_the_companyid|Company ID]] where the address will be attached to. sf_Type ID - multiple address type --Begin custom parameter -- jsonrset : [{"recordid":"0","sf_Object ID":"1688407","sf_Type ID":"74117","sf_Address":"2018 Yonge Street","sf_Country":"10","sf_Address 2":"Suite 401111","sf_City":"Toronto","sf_State / Province":"ON"}] --End custom parameter-- [[File:APIFunctionSample6e.PNG|800px]] '''Sample 2B''' '''Description''' - To update address of existing multiple address record '''Mandatory fields''' to update records: recordid - is the unique identifier from the Association table. --Begin custom parameter -- jsonrset : [{"recordid":"632573","sf_Address":"New Street Address","sf_City":"New City"}] --End custom parameter-- [[File:APIFunctionSample6f.PNG|800px]] ====Update Associations====Update function for association can add new association records or update the role of an existing association record. A. When this function is used to add new record, the following parameters are mandatory: objectid, companyid or contactid, rolename or roleid. B. When this ~~restricts~~ function is used to update existing association records, it can only update the role of existing association records. Mandatory parameters are objectid, companyid or contactid, rolename or roleid and associationid. When the existing record is updated to a new role, all custom fields of the association from the previous role will be deleted. If you need to change company/contact, the record will need to be deleted and then add a new record for a new association. =====Create/Update contact associations of a Level 1====='''Function Name''' - 3.05.3.1 Update Associations Method Sample 1: update contact associations of an existing Level 1 '''Description''' - Create new records or update existing contact associated with an existing [[Category:Universal_Tracking_Application|Universal Tracking Application]] Level 1 record '''Object Type''' - Submission Manager - Grant '''Action Type ''' - Update Associations '''Field List''' - contacts.* '''Sample 3A''' '''Description''' - To create new user associated with an existing Submission Manager Level 1 '''Mandatory fields''' to add new records: objectid - is the [[Determining_the_opportunityid|Opportunity ID]] where the user will be associated to. contactid - [[Determining_the_userid|User ID]] rolename / roleid - association role of the user isupdate - "1" for yes to update and "0" for to add new record Parameter Sample#1 --Begin custom parameter -- jsonrset : [{"recordid":"10697883","contacts":[{"contactid":"3108577","rolename":"Meeting Participant","isupdate":"0"}]}] --End custom parameter-- Parameter Sample#2 - Starting May 2019 Upgrade --Begin custom parameter -- jsonrset : [{"recordid":"10697883","contacts":[{"contactid":"3108577","rolename":"Signee Internal"}]}] --End custom parameter-- Parameter Sample#3 - adding multiple contacts sample --Begin custom parameter -- jsonrset : [{"recordid":"10697883","contacts":[{"contactid":"3108226","rolename":"Signee Internal"},{"contactid":"3108119","rolename":"Meeting Participant"}]}] --End custom parameter-- [[File:APIFunctionSample6g.PNG|800px]] '''Sample 3B''' '''Description''' - To update association information of an existing Submission Manager Level 1 record '''Mandatory fields''' to update records: objectid - is the [[Determining_the_opportunityid|Opportunity ID]] where the user will be associated to. isupdate - "1" for yes and "0" for nocontactid - [[Determining_the_userid|User ID]]associationid - is the system's unique numerical value associated with each Association recordrolename / roleid -[[Determining the roleid|'''Role ID''']] --Begin custom parameter -- jsonrset : [{"recordid":"10697883","contacts":[{"isupdate":"1","contactid":"88435720","associationid":"2829620","rolename":"Signee Internal", "cf_My customfield": "updated value"}]}] --End custom parameter-- [[File:APIFunctionSample6h.PNG|800px]] ====Update System Variables=========Update a System Variable====='''Function Name''' - 3.05.4.1 System Variables Sample 1: Update '''Description''' - Updates the value or the name of an existing [[System_Variables|system variables]] '''Object Type''' - System Variables '''Action Type ''' - Update '''Field List''' - sf_ID;;sf_Name;;sf_Value;; --Begin custom parameter -- jsonrset : [{"recordid":"9313","sf_Value":"2"}] --End custom parameter-- [[File:APIFunctionSystemVariables3.PNG|800px]] ===Upload/Download File===This function will download the file. ====Download File(s) from a company profile===='''Function Name''' - 3.06.1 Download File Method Sample 1: Download file(s) from an existing company record '''Description''' - Download the file based on the criteria indicated. '''Object Type''' - Company '''Action Type ''' - Download File '''Field List''' -'''Mandatory fields''' to download a file: filename - name of the file to be downloaded. objectid - is the [[Determining_the_companyid|Company ID]] where the file is attached to. fieldid - [[Custom_Field_ID|Custom Field ID]] of the Organization record that is either a [[Custom_Field_Type:_Upload_-_Single_File_Storage|single file type]] or [[Custom_Field_Type:_Upload_-_Multiple_Files_Storage|multiple file type]].--Begin custom parameter -- filename: Test.txt objectid: 1688407 fieldid: 1523157 --End custom parameter-- Note: In the API website, the content of the file will be shown in the Response section as seen below. [[File:APIFunctionDownloadFile1.PNG|800px]]====Upload File(s) to a field in the company profile===='''Function Name''' - 3.06.2 Upload File Method Sample 1: Upload file(s) to an existing company record '''Description''' - Upload the file based on the criteria indicated. '''Object Type''' - Company '''Action Type ''' - Upload Files '''Field List''' - cf_123456''' Mandatory fields ''' to upload a file:objectid - is the [wiki/Determining_the_companyid Company ID] where the file is attached to. fieldid - [wiki/Custom_Field_ID Custom Field ID] of the Organization record that ~~are~~ is either a [wiki/Custom_Field_Type:_Upload_-_Single_File_Storage single file type] or [wiki/Custom_Field_Type:_Upload_-_Multiple_Files_Storage multiple file type].--Begin custom parameter -- objectid: 1688407 fieldid: 1523157 --End custom parameter-- Note: To test use Postman.The API URL for upload file will be:https://alias.smartsimple.com/API/1/company/?alias=xxxxx&companyid=xxxxxx&username=xxxxx&password=xxxxx&apitoken=xxxxx&objectid=xxxxx&fieldid=xxxxx with the file included in the form data, use POST method.===Search File===This function will retrieve a list of files by searching for a keyword. ====Search Files Method Sample 1: Search Case Documents===='''Function Name''' - 3.07.1 Search Files Method Sample 1: Search Case Documents '''Description''' - Search the multiple file field for keyword '''Object Type''' - Case Management 360° - Case '''Action Type ''' - Search Files '''Field List''' - cf_Case Documents;;sf_Application Template Type;;sf_Customer --Begin custom parameter -- keywords: HIPAA --End custom parameter-- [[File:APIFunctionSample8.PNG|800px]] ===Variables Replace===This function will pass the parameters: 1. objectid and 2. content (block of text) which will be run thru the variable processor and return the results as JSON. ====Variables Replace - Company===='''Function Name''' - 3.09.1 System Variables Replace - Company '''Description''' - This function will send the objectid=[[Determining_the_companyid|Company ID]] and the desired content with system variables. It returns a json format of the content with all the [[System_Variables|system variables]] replaced by the variable processor. '''Object Type''' - Company '''Action Type ''' - Variables Replace '''Field List''' - --Begin custom parameter -- objectid: 825646 content: Company name is @name@, located at @address@, @city@, @country@. Primary Contact is @primarycontact@. --End custom parameter-- [[File:APIFunctionVariablesReplace1.PNG|800px]] ====Variables Replace - User===='''Function Name''' - 3.09.2 System Variables Replace - User '''Description''' - This function will send the objectid=[[Determining_the_userid|User ID]] and the desired content with system variables. It returns a json format of the content with all the [[System_Variables|system variables]] replaced by the variable processor. '''Object Type''' - User '''Action Type ''' - Variables Replace '''Field List''' - --Begin custom parameter -- objectid: 88159402 content: Hello @firstname@ (@userid@), from company @company@, located in @company.address@. --End custom parameter-- [[File:APIFunctionVariablesReplace2.PNG|800px]] ====Variables Replace - UTA L1===='''Function Name''' - 3.09.3 System Variables Replace - UTA L1 '''Description''' - This function will send the objectid=[[Determining_the_opportunityid|Opportunity ID]] and the desired content with system variables. It returns a json format of the content with all the [[System_Variables|system variables]] replaced by the variable processor. '''Object Type''' - Submission Manager - Grant '''Action Type ''' - Variables Replace '''Field List''' - --Begin custom parameter -- objectid: 8276165 content: This application is called "@name@", under the status of "@status@". The owner on this record is "@owner.fullname@", belonging to "@owner.company.name@". The company is "@client.name@". Parent Company is "@company.parent.name@. --End custom parameter-- [[File:APIFunctionVariablesReplace3.PNG|800px]] ====Variables Replace - UTA L2===='''Function Name''' - 3.09.4 System Variables Replace - UTA L2 '''Description''' - This function will send the objectid=[[Determining_the_eventid|Event ID]] and the desired content with system variables. It returns a json format of the content with all the [[System_Variables|system variables]] replaced by the variable processor. '''Object Type''' - Submission Manager - Grant '''Action Type ''' - Variables Replace '''Field List''' - --Begin custom parameter -- objectid: 18431901 content: This is a level two id record with eventid of"@eventid@" with L2 Type of "@type@" and status of "@status@". The parent record id is "@parent.opportunityid@". The parent Company's address is "@parent.company.address@". --End custom parameter-- [[File:APIFunctionVariablesReplace4.PNG|800px]] ====Variables Replace - UTA L3===='''Function Name''' - 3.09.5 System Variables Replace - UTA L3 '''Description''' - This function will send the objectid=[[Determining_the_eventid|Event ID]] and the desired content with system variables. It returns a json format of the content with all the [[System_Variables|system variables]] replaced by the variable processor. '''Object Type''' - Submission Manager - Disbursement '''Action Type ''' - Variables Replace '''Field List''' - --Begin custom parameter -- objectid: 18432872 content: This is L3 record id "@eventid@", of status "@status@". The parent L2 Type is "@parent.type@". The L1 company is "@parent.parent.company.name@". --End custom parameter-- [[File:APIFunctionVariablesReplace5.PNG|800px]] ===Delete=======Delete a Single Organization Record===='''Function Name''' - 3.09.1 Delete Organization Record '''Description''' - Delete existing organization record '''Object Type''' - Company '''Action Type ''' - Delete '''Field List''' - --Begin custom parameter -- jsonrset : [{"recordid":"1924628"}] --End custom parameter-- [[File:Delete_org.PNG|800px]] ====Delete a Single Contact Record===='''Function Name''' - 3.09.2 Delete Contact Record '''Description''' - Delete existing user record '''Object Type''' - User '''Action Type ''' - Delete '''Field List''' - --Begin custom parameter -- jsonrset : [{"recordid":"88173129"}] --End custom parameter-- [[File:Delete_user.PNG|800px]] ====Delete Organization Records (Batch delete)===='''Function Name''' - 3.09.1 Delete Organization Records '''Description''' - Delete existing organization records '''Object Type''' - Company '''Action Type ''' - Delete '''Field List''' - --Begin custom parameter -- jsonrset : [{"recordid":"1924629"},{"recordid":"1924630"},{"recordid":"1924631"}] --End custom parameter-- Result: {"records":[{"recordid":"1924629","status":"Object Deleted"}, {"recordid":"1924630","status":"Object Deleted"}, {"recordid":"1924631","status":"Object Deleted"}],"message":{}}====Delete a Single Contact Record===='''Function Name''' - 3.09.2 Delete Contact Record '''Description''' - Delete existing user record '''Object Type''' - User '''Action Type ''' - Delete '''Field List''' - --Begin custom parameter -- jsonrset : [{"recordid":"88173129"}] --End custom parameter-- ====Delete a Single Grant Application Record===='''Function Name''' - 3.09.3 Delete UTA Level 1 Record '''Description''' - Delete existing UTA Level 1 record '''Object Type''' - Submission Manager - Grant '''Action Type ''' - Delete '''Field List''' - --Begin custom parameter -- jsonrset : [{"recordid":"8276165"}] --End custom parameter-- [[File:Delete_uta1.PNG|800px]] ====Delete a Single Grant Application Payment Record===='''Function Name''' - 3.09.4 Delete UTA Level 2 Record '''Description''' - Delete existing UTA Level 2 record '''Object Type''' - Submission Manager - Activity '''Action Type ''' - Delete '''Field List''' - --Begin custom parameter -- jsonrset : [{"recordid":"10021111"}] --End custom parameter-- [[File:Delete_uta2.PNG|800px]] ====Delete Association Record===='''Function Name''' - 3.09.5 Delete Association Records '''Description''' - Delete existing contact associated with an existing [[Category:Universal_Tracking_Application|Universal Tracking Application]] Level 1 record '''Object Type''' - Submission Manager - Grant '''Action Type ''' - Update Associations '''Field List''' - contacts.* '''Sample''' '''Description''' - To delete existing user associated with an existing Submission Manager Level 1 '''Mandatory fields''' objectid - is the [[Universal Tracking Application]] Level 1 where the user will be ~~retrieved~~ associated with. isdelete - "1" for yes to delete rolename / roleid - association role of the usercontactid - [[Determining_the_userid|User ID]]associationid - is the system's unique numerical value associated with each Association record --Begin custom parameter -- jsonrset : {"objectid": "10697883", "contacts" : [{"isdelete": "1", "contactid": "3108991", "rolename": "Meeting Participant","associationid":"2829623"}]} --End custom parameter-- [[File:APIFunctionDeleteL1User.PNG|800px]] ====Delete Multiple Upload Files====After the July 2023 upgrade, new function to delete files from Upload - Multiple Files Storage fields was added.'''Function Name''' - 3.09.6 Delete Files in Level One '''Description''' - Delete existing files from a multiple file field in [[Category:Universal_Tracking_Application|Universal Tracking Application]] Level 1 record '''Object Type''' - Submission Manager - Grant '''Action Type ''' - Files - Delete '''Field List''' - cf_multiplefilefield '''Sample''' '''Description''' - To delete existing files from a multiple file field in Submission Manager Level 1 '''Mandatory fields''' objectid - is the [[Universal Tracking Application]] Level 1 id (opportunityid) where the file to be deleted is located. fieldid - the field id of the ~~underlying~~ multiple file field filename - the filename of the file to be deleted --Begin custom parameter -- jsonrset : [{"objectid":"1223454","fieldid":"3163245","filename":"147807_dup.png"},{"objectid":"1223454","fieldid":"2697568","filename":"128895.png"}] --End custom parameter-- ===Transaction===* Available after May 2019 upgrade. * Transaction should be [[Transaction_Attribution|configured]] before using this API function. Transactions can be attached to an object(Organization or User or UTA L1/L2). ====Get Transaction Record=========Get a Transaction Record from an Organization====='''Function Name''' - 3.10.1.1 Get a Transaction Record from an Organization '''Description''' - Retrieve an organization transaction record '''Object Type''' - Company Transactions '''Action Type ''' - Get '''Field List''' - sf_Transaction ID;;sf_Object ID;;sf_Description;;sf_Subject;;sf_Type;;sf_Status;;sf_Created Date;;sf_Modified Date;;sf_Created By;;sf_Updated By '''Mandatory fields''' to get a transaction record: recordid - the unique identifier from the transaction table. --Begin custom parameter -- recordid:2738520 othersettings : --End custom parameter-- [[File:TransactionGet1.PNG|800px]] =====Retrieve a Transaction Record from a Submission Manager L1====='''Function Name''' - 3.10.1.2 Get Method Sample 4: Retrieve a Transaction Record from a Submission Manager L1 '''Description''' - Retrieve a transaction record '''Object Type''' - Submission Manager - Transactions '''Action Type ''' - Get '''Field List''' - sf_End Date;;sf_Description;;sf_Subject;;sf_Start Date;;sf_Status;;sf_Modified Date;;sf_Updated By;;sf_Created Date;;sf_Created By;;sf_Type;;sf_Transaction ID;;sf_Object ID '''Mandatory fields''' to get a transaction record: recordid - the unique identifier from the transaction table. --Begin custom parameter -- recordid:2738527 othersettings : --End custom parameter-- [[File:TransactionGet2.PNG|800px]] ====List Transaction Record===='''Function Name''' - 3.10.2 List Transaction Records '''Description''' - Get a list of all transaction records '''Object Type''' - Submission Manager - Transactions '''Action Type ''' - List '''Field List''' - sf_End Date;;sf_Description;;sf_Subject;;sf_Start Date;;sf_Status;;sf_Modified Date;;sf_Updated By;;sf_Created Date;;sf_Created By;;sf_Type;;sf_Transaction ID;;sf_Object ID '''Sample 2A''' '''Description''' - Retrieve list of all transaction records --Begin custom parameter -- criteria: sortby: othersettings : --End custom parameter--

[[File:TransactionList.PNG|800px]]

'''Sample 2B''' '''Description''' - Retrieve a list of transaction records filtered with Transaction Type --Begin custom parameter -- criteria : [{"andor":"and","field":"sf_Type","operator":"=","value":"Transaction_in_Org"}] sortby: othersettings : --End custom parameter-- [[File:TransactionList2.PNG|800px]] ====Update Transaction Record=========Create or Update Transaction Record in Organization Profile====='''Function ~~Settings~~ Name''' - 3.10.3.1 Create or Update Transaction Record in Organization Profile '''Description''' - Create new transaction record attached to a Organization record '''Object Type''' - Company Transactions '''Action Type ''' - Update '''Field List''' - sf_Transaction ID;;sf_Object ID;;sf_Description;;sf_Subject;;sf_Type;;sf_Status;;sf_Created Date;;sf_Modified Date;;sf_Created By;;sf_Updated By '''Mandatory fields''' to add a new transaction record: recordid - the unique identifier from the transaction table. To create new record, recordid should be '0' sf_Object ID - is the object(Organization, User, UTA L1/L2) the transaction would be attached to. sf_Type - [[Transaction_Custom_and_Standard_Field_Types|Transaction Type]] of the transaction record. sf_Status - [[Transaction_Status|Transaction Status]] of the transaction record. '''Sample3A''' '''Description''' - Create new transaction record --Begin custom parameter -- jsonrset : [{"recordid":"0","sf_Object ID":"10697883","sf_Type":"2184","sf_Status":"82626","sf_Subject":"Test Transaction Record"}] --End custom parameter-- [[File:TransactionUpdate2.PNG|800px]] '''Sample 3B''' '''Description''' - Update existing transaction record --Begin custom parameter -- jsonrset : [{"recordid":"2738520","sf_Subject":"Changed subject thru api"}] --End custom parameter-- [[File:TransactionUpdate1.PNG|800px]] =====Create or Update Transaction Record in Submission Manager L1====='''Sample A''' - creating new transaction record from API v1 '''Function Name''' - 3.10.3.2 Create or Update Transaction Record in Submission Manager L1 '''Description''' - Create new transaction record attached to a Submission Manager L1 record '''Object Type''' - Submission Manager - Transactions '''Action Type ''' - Update '''Field List''' - sf_Object ID;;sf_Subject;;sf_Status;;sf_Type '''Mandatory fields''' to add a new transaction record: recordid - the unique identifier from the transaction table. To create new record, recordid should be '0' sf_Object ID - is the object(Organization, User, UTA L1/L2) the transaction would be attached to. sf_Type - [[Transaction_Custom_and_Standard_Field_Types|Transaction Type]] of the transaction record. sf_Status - [[Transaction_Status|Transaction Status]] of the transaction record. --Begin custom parameter -- jsonrset : [{"recordid":"0","sf_Object ID":"10697883","sf_Type":"2184","sf_Status":"82626","sf_Subject":"Test Transaction Record"}] --End custom parameter-- [[File:TransactionUpdate.PNG|800px]] '''Sample B''' - creating new transaction record in Submission Mgr L1 from API v2  '''Function Name''' - 3.10.3.2 Create or Update Transaction Record in Submission Manager L1 (API v2) '''Description''' - Create new transaction record attached to a Submission Manager L1 record '''Object Type''' - Submission Manager - Transactions '''Action Type ''' - Update '''Field List''' - sf_Object ID;;sf_Subject;;sf_Status;;sf_Type;;cf_Remarks;; Note that translevel is new in version 2 where translevel=1 for UTA L1 and translevel=2 for UTA L2. '''Mandatory fields''' to add a new transaction record: recordid - the unique identifier from the transaction table. To create new record, recordid should be '0' sf_Object ID - is the object(UTA L1) the transaction would be attached to. sf_Type - [[Transaction_Custom_and_Standard_Field_Types|Transaction Type]] of the transaction record. sf_Status - [[Transaction_Status|Transaction Status]] of the transaction record. translevel - is the UTA Level (UTA L1/L2) the transaction would be attached to. (NEW that is implemented in API v2) --Begin custom parameter -- jsonrset : [{"recordid":"0","sf_Object ID":"10697883","sf_Type":"2119","sf_Status":"82626","translevel":"1","sf_Subject":"Test Transaction Record"}] --End custom parameter-- '''New Endpoint: '''/API/2/transactions/ [[File:Transactions_01.png|800px]] '''Sample C''' - creating new transaction record in Submission Mgr L2 from API v2  ''~~Get~~' FunctionName''' - 3.10.3.2 Create or Update Transaction Record in Submission Manager L2 (API v2) '''Description''' - Create new transaction record attached to a Submission Manager L2 record '''Object Type''' - Submission Manager - Transactions '''Action Type ''' - Update '''Field List''' - sf_Object ID;;sf_Subject;;sf_Status;;sf_Type;;cf_Remarks;; Note that translevel is new in version 2 where translevel=1 for UTA L1 and translevel=2 for UTA L2. '''Mandatory fields''' to add a new transaction record: recordid - the unique identifier from the transaction table. To create new record, recordid should be '0' sf_Object ID - is the object(UTA L2) the transaction would be attached to. sf_Type - [[Transaction_Custom_and_Standard_Field_Types|Transaction Type]] of the transaction record. sf_Status - [[Transaction_Status|Transaction Status]] of the transaction record. translevel - is the UTA Level (UTA L1/L2) the transaction would be attached to. (NEW that is implemented in API v2) --Begin custom parameter -- jsonrset : [{"recordid":"0","sf_Object ID":"10697974","sf_Type":"2184","sf_Status":"82626","sf_Subject":"Test Transaction Record","translevel":"2"}] --End custom parameter-- '''New Endpoint: '''/API/2/transactions/ [[~~Image~~File:~~GetCompany~~Transactions_02.png|800px]] ====Delete Transaction Record===='''Function Name''' - 3.10.4 Delete Transaction Record '''Description''' - Delete a transaction record '''Object Type''' - Company Transactions '''Action Type ''' - Delete '''Field List''' - --Begin custom parameter -- jsonrset : [{"recordid":"2738523"}] --End custom parameter-- [[File:TransactionDelete1.PNG|~~frame~~800px]] ====Link/Unlink Transaction Record from other objects====This new feature to link/unlink transactions is only available in APIv2 and only for L1 & L2 transactions. '''Sample A - Link existing transactions to an existing L1''' '''Function Name''' - Link transaction record to an existing Submission Manager L1 '''Description''' - Link existing company transaction record to an existing Submission Manager L1 record '''Object Type''' - Submission Manager - Transactions '''Action Type ''' - Link / Unlink '''Field List''' - cf_5469887 '''Mandatory fields''' sf_Object ID - is the object(UTA L1 id) the transaction would be attached to. translevel - level in the UTA to link the transaction to. sf_ transaction id - is the existing transaction record id. islink - indicates to link the transaction to a record. cf_5469887 - transaction custom field. --Begin custom parameter -- jsonrset : [{"recordid":"0","sf_Object ID":"1123456","translevel":"1","cf_5469887":"Test linking Transaction to SML1","sf_transaction id":"6165326","islink":"1"}] --End custom parameter-- '''Sample B - Unlink existing transactions to an existing L1''' '''Function Name''' - Unlink transaction record to an existing Submission Manager L1 '''Description''' - Unlink existing company transaction record from the Submission Manager L1 record '''Object Type''' - Submission Manager - Transactions '''Action Type ''' - Link / Unlink '''Field List''' - '''Mandatory fields''' sf_Object ID - is the object(UTA L1 id) the transaction would be attached to. translevel - level in the UTA to link the transaction to. sf_ transaction id - is the existing transaction record id. unlink - indicates to link the transaction to a record. --Begin custom parameter -- jsonrset : [{"sf_Object ID":"1123456","translevel":"1","sf_transaction id":"6165326","unlink":"1"}] --End custom parameter-- '''Sample C - Link existing transactions to an existing L2''' '''Function Name''' - Link transaction record to an existing Submission Manager L2 '''Description''' - Link existing company transaction record to an existing Submission Manager L2 record '''Object Type''' - Submission Manager - Transactions '''Action Type ''' - Link / Unlink '''Field List''' - cf_5469887 '''Mandatory fields''' sf_Object ID - is the object(UTA L2 id) the transaction would be attached to. translevel - level in the UTA to link the transaction to. sf_ transaction id - is the existing transaction record id. islink - indicates to link the transaction to a record. cf_5469887 - transaction custom field. --Begin custom parameter -- jsonrset : [{"recordid":"0","sf_Object ID":"50268865","translevel":"2","cf_5469887":"Test linking Transaction to SML2","sf_transaction id":"6165326","islink":"1"}] --End custom parameter-- '''Sample D - Unlink existing transactions to an existing L2''' '''Function Name''' - Unlink transaction record to an existing Submission Manager L2 '''Description''' - Unlink existing company transaction record from the Submission Manager L2 record '''Object Type''' - Submission Manager - Transactions '''Action Type ''' - Link / Unlink '''Field List''' - '''Mandatory fields''' sf_Object ID - is the object(UTA L2 id) the transaction would be attached to. translevel - level in the UTA to link the transaction to. sf_ transaction id - is the existing transaction record id. unlink - indicates to link the transaction to a record. --Begin custom parameter -- jsonrset : [{"sf_Object ID":"50268865","translevel":"2","sf_transaction id":"6165326","unlink":"1"}] --End custom parameter-- ===UTA Consumer/Provider===* Available after May 2019 upgrade.Consumer/Provider Relationship should be [[Configuring_UTA_Provider/Receiver_(Consumer)_Relationships | configured]] before using this API function. UTA Provider/Consumer Relationships allows for the sharing of data between different [[UTA|UTAs]]. '''Notes''' 1. For May 2019 upgrade, add/update function will not support custom fields of the relationship. 2. Update function is only used to update role between consumer/provider. When roleid/rolename is updated, all custom fields of the relationship from the previous role will be deleted. 3. To update either the consumerid or the providerid of the consumer/provider record, these ids can't be updated. The record should be delete first and then add new consumer/provider record.3. List function supports standard fields and custom fields of the relationship. ====List Consumer/Provider Records===='''Function Name''' - 3.11.1 List Consumer/Provider Records '''Description''' - Get a list of all Consumer/Provider records '''Object Type''' - Submission Manager - Grant '''Action Type ''' - List Provider / Consumer Link '''Provider/Consumer Link ''' - Meeting Manager - L1 to Submission Manager - L1 '''Field List''' - '''Sample 1A''' '''Description''' - Retrieve list of all consumer/provider records --Begin custom parameter -- criteria: sortby: othersettings : --End custom parameter-- [[File:ConsumerProviderList1.PNG|800px]] ====Create or Update or Delete Consumer/Provider Record===='''Function Name''' - 3.11.2 Create or Update or Delete Consumer/Provide Records '''Description''' - Create, update or delete consumer/provider records '''Object Type''' - Submission Manager - Grant '''Action Type ''' - Update Provider/ Consumer Link '''Provider/Consumer Link ''' - Meeting Manager - L1 to Submission Manager - L1 '''Field List''' - '''Mandatory fields''' to add a new transaction record: providerid - [[Determining_the_applicationid|Application ID]] of the provider UTA consumerid - [[Determining_the_applicationid|~~left~~Application ID]] of the consumer UTA roleid/rolename - Connection roleid/rolename between consumer/provider associationid - Unique identifier for the consumer/provider relationship table '''Sample 2A''' '''Description''' - Create a new consumer/provider record --Begin custom parameter -- jsonrset : [{"associationid": "0","roleid": "82840","consumerid":"10697883","providerid":"11191051"}] --End custom parameter-- [[File:ConsumerProviderCreate1.PNG|800px]] '''Sample 2B''' '''Description''' - Update an existing consumer/provider record --Begin custom parameter -- jsonrset : [{"associationid":"265692","isupdate":"1","rolename":"Cycle","consumerid":"8276105","providerid":"11190976"}] --End custom parameter-- [[File:ConsumerProviderUpdate1.PNG|800px]] '''Sample 2C''' '''Description''' - Delete an existing consumer/provider record --Begin custom parameter -- jsonrset : [{"associationid":"265694","isdelete":"1","rolename": "Meeting","consumerid":"8276202","providerid":"11190976"}] --End custom parameter-- [[File:ConsumerProviderDelete1.PNG|~~300px~~800px]]

~~==='List' Function===~~

~~==='Update' Function===~~

~~==='Download File' Function===~~

~~==='List File' Function===~~

~~==='Search File' Function===~~

~~==='List Notes' Function===~~

~~==='List Multiple Addresses' Function===~~

~~==='Update Multiple Addresses' Function===~~

==See Also==

[[~~JSON API (~~SmartConnect_-_RESTful_API|SmartConnect~~)]] [[JSON~~ - RESTful API ~~(SmartConnect) Prerequisite~~]] [[JSON API (SmartConnect) Standard Field Names]]~~ ~~

[[API Sample Code]]

[[Category:Integration]][[Category:API]][[Category:SmartConnect RESTful API]]

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Lalaine Songalia

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